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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,244 | $131,835-49.8% | $108,582-39.0% | $273,972-75.8% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 9.60% | -91.57%+101.2pp | -51.70%+61.3pp | 41.46%-31.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,863 | $5,127-63.7% | $4,311-56.8% | $5,287-64.8% |
| Admin fee / account holder | $114,693 | $10,253+1018.7% | $7,645+1400.2% | $10,133+1031.9% |